Loading articles…
The complete subject coverage could not load. Published articles remain below.
Nvidia CEO Jensen Huang tells Kazakhstan's AI minister that data and energy are national resources to convert into sovereign intelligence, while answering harder questions on jobs and learning with ambition.
Evan Conrad of San Francisco Compute argues that independent, physically settled forward contracts can unlock GPU financing, a model that depends on refusing the profits of becoming a cloud.
Chase Lochmiller, CEO of Crusoe, explains how a vertically integrated model, from electrons to tokens, shapes his view of competition, leadership scaling, and the public backlash against data centers.
Diode's Davide Asnaghi and Unlimited Industries' Alex Modon say recasting circuit boards and construction as code lets agents automate design, yet scarce physical-world data remains the unresolved constraint.
Investor Gavin Baker, reacting to Anthropic's S-1, argues demand is outrunning compute supply, while counterpoints on customer concentration and training-heavy compute test how far that optimism can run.
Bridgewater founder Ray Dalio argues five interlocking cycles point to a debt-driven market strain, yet insists the practical response is diversification, including 5-15% gold, since uncertainty outweighs knowledge.
Hamlet founder Sunil Rajaraman argues AI-indexed local meetings reveal nuanced community sentiment, even as selling that data to developers forces a constant balance with his civic mission.